Promenade Wealth

Promenade Wealth serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporate clients, offering discretionary and non‑discretionary investment management alongside financial planning and consulting services. Engagements cover portfolio construction using mutual funds, ETFs and individual securities as well as planning work that can include tax, estate, retirement, charitable giving and business planning coordination with other professionals.

The firm describes a fiduciary, customized approach that combines fundamental analysis, modern portfolio theory and cyclical analysis, and implements tolerance‑band rebalancing rather than time‑based rebalancing. Promenade Wealth may manage accounts directly or coordinate with sub‑advisors and custodians, and provides both standalone consulting and integrated investment‑management plus planning relationships.

Distinctively, Promenade Wealth explicitly works with non‑individual institutional client types — including charitable organizations and corporations — and offers business‑planning, employee‑benefits and retirement‑plan consulting that can involve working with other advisers or outside managers. The brochure also discloses limited custody arrangements tied to standing letters of authorization and regular use of an institutional custodian platform and third‑party reporting tools, operational features that are less common among independent firms.